INR Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

INR Advisory Services’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-476	Closed	-$26K	–	47
2014 Q1	$26K	Hold	476	–	–	0.01%	41
2013 Q4	$26K	Sell	476 -68	-13%	-$3.55K	0.01%	41
2013 Q3	$27K	Hold	544	–	–	0.01%	37
2013 Q2	$25K	Buy	+544	New	+$24.1K	0.01%	38

Other funds holding IJR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

INR Advisory Services's IJR Position: Q2 2014 in Review

INR Advisory Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2014, closing a stake of 476 shares — an estimated $26K sold.

INR Advisory Services first reported a position in IJR in Q2 2013 and held it in 4 quarters. The position peaked at $27K in Q3 2013. 519 funds tracked by Wall St. Rank hold IJR as of Q2 2014.

INR Advisory Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2014 after selling out during the quarter.
INR Advisory Services sold 476 iShares Core S&P Small-Cap ETF shares in Q2 2014, an estimated $26K.
INR Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 4 quarters.
INR Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $27K in Q3 2013.
519 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2014.

Based on INR Advisory Services's 13F filing for Q2 2014, filed 25 Jul 2014.